Your team doesn't speak in generic pipeline stages. Enable or disable any case status, rename labels to match your internal vocabulary, and define steps like 'Quoted' or 'Pre-Op Done' — all from admin settings in under a minute, with no engineering ticket required.
Turn off statuses your team never uses. They disappear from every filter, Kanban column, drawer, report, and CSV export instantly.
Rename 'Pipeline' to 'Quoted' or 'Completed' to 'Billed'. The internal key stays stable so audit logs and integrations never break.
Custom status configuration is enforced server-side too — invalid transitions are blocked, not silently accepted, and API consumers see the same rules.
Lists, Kanban, calendar, dashboards, and audit log — every surface uses your custom labels and active statuses the moment you save.
Navigate to Admin → Field Settings → Case Statuses to see all available statuses and their current configuration.
Toggle statuses on or off and edit display labels. Changes apply platform-wide immediately — no deployment needed.
Reps, managers, and executives all see your team's vocabulary in every list, drawer, filter, and report going forward.